Eye Health America 401(K) Plan — Form 5500 plan (Eye Health America, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Eye Health America 401(K) Plan is a benefit plan reported by Eye Health America, LLC under EIN 82-3212492 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,219 participants and $36,963,960 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eye Health America, LLC
- EIN
- 82-3212492
- Plan number
- 001
- Plan type
- 2
- Location
- Easley, SC
- Latest filing year
- 2023
- Participants
- 1,219
- End-of-year plan assets
- $36,963,960
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,219 | H, C | 20240930122153NAL0005662545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,963,960
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,963,960
- Net assets (BOY)
- $27,683,039
Income & contributions
- Employer contributions
- $1,855,661
- Participant contributions
- $4,138,948
- Total contributions
- $6,483,163
- Total income / additions
- $11,846,192
Expenses & distributions
- Benefits paid
- $2,272,153
- Administrative expenses
- $279,429
- Total expenses
- $2,565,271
- Net increase / (decrease)
- $9,280,921
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Excalibur Financial Group Inc | INVESTMENT ADVISOR | $85,731 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $62,876 | $0 | 2023 |
| Retirement Solutions Specialists | CONTRACT ADMIN | $53,117 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,681 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eye Health America, LLC
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Easley, SC
- Excalibur Financial Group Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Retirement Solutions Specialists — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation